Digital Account Analyst Apprentice
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Job Location:
Monthly Salary:
Posted on:
30-10-2025
Vacancies:
1 Vacancy
Job Summary
Are you looking to kick start your career with an exciting and growing company
Multrees are looking for someone to join their team as a Digital Account Investor Services (Multrees) supports transformational change through a range of outsourced investment services to wealth managers private banks family offices and advisory businesses.
What will I be doing
- First point of contact for incoming queries via the online portal email and telephone
- Raising and processing tickets as they come through via email and telephone and working collaboratively with Transfer Agents to ensure all accounts Multrees have opened remain AML compliant
- Completing and submitting application forms and AML/KYC documentation to transfer agents on Multrees online system
- Ensuring all documents are signed by appropriate authorised signatories via Adobe sign
- Collaborating with operational teams internally to ensure any issues with account opening documentation and operational account queries are resolved promptly. This is done by escalating the tickets through to the team if further assistance is needed
- Investigate fund scoping and fund routing for clients and data governance teams
- Wide use of Microsoft Office packages such as Word Excel and Teams to complete daily tasks
- Work independently and collaboratively with your team and others within the organisation
- Analyse and investigate key risk exposures
What do I need to be successful
- Have a team player perspective
- Strong attention to detail
- Must be accurate and meet deadlines
- Ability to prioritise workload and work under pressure
- Ability to anticipate problems
- Ability to communicate confidently
Salary: 20500 per annum
Working hours: 35 hours per week Monday to Friday
Benefits
The role is eventually hybrid with minimum 2 days working in office.
Future prospects:
90% of QA apprentices secure permanent employment after completing: this is 20% higher than the national average.
Important information:
This vocational apprenticeship comprehensively supports your specific job role with this particular employer. Throughout your learning journey you are fully supported by your dedicated QA skills coach and your mentor at work. They ensure you settle in help you develop all the skills you need to be successful in your job role and pass your assessments and can provide one to one support.
Starting with insights into your current potential they plan your growth in a programmatic way close skills gaps with immersive training and ensure what you learn is applicable to what you do. They talk you through the specifics on the qualifications you gain and how they align in particular to your day to day role.
On completion as well as the valuable work experience you have gained you get a nationally recognised qualification at SCQF Level 6.
If you are interested in starting your career and receiving a work based qualification at the same time APPLY NOW!
Please be advised that this advert may close prior to the closing date stated above if a high number of applications are received. If you are interested in this vacancy please apply below as soon as possible.
Required Experience:
IC
Key Skills
- Marketing
- Public Relations
- Digital Account
- Google Webmaster Tools
- Linkedln
- Account Management
- SEM
- CRM
- SEO
- Content Marketing
- Email Campaigns
- ROI
- Analytics
About Company
Learn. To Change. QA empowers organisations to learn, master and apply new tech skills at scale through expert-led training, courses & apprenticeships.
